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DATABASE ID: TECH-DOWN | RECORDS: 50,000 | LAST VERIFIED: TODAY
IDCompanyWebsiteKey ContactTitleVerified EmailIntent Score
00001Company 572 LLCwww.company1.comExec Name 1CEOexec1@company1.com86
00002Company 761 LLCwww.company2.comExec Name 2Founderexec2@company2.com97
00003Company 940 LLCwww.company3.comExec Name 3VP of Marketingexec3@company3.com97
00004Company 261 LLCwww.company4.comExec Name 4Founderexec4@company4.com96
00005Company 549 LLCwww.company5.comExec Name 5CEOexec5@company5.com95
00006Company 669 LLCwww.company6.comExec Name 6VP of Marketing••••••••••••@••••.com81
00007Company 575 LLCwww.company7.comExec Name 7CEO••••••••••••@••••.com97
00008Company 762 LLCwww.company8.comExec Name 8Founder••••••••••••@••••.com97
00009Company 758 LLCwww.company9.comExec Name 9VP of Marketing••••••••••••@••••.com83
00010Company 264 LLCwww.company10.comExec Name 10Founder••••••••••••@••••.com81
00011Company 34 LLCwww.company11.comExec Name 11CEO••••••••••••@••••.com86
00012Company 713 LLCwww.company12.comExec Name 12VP of Marketing••••••••••••@••••.com96
00013Company 487 LLCwww.company13.comExec Name 13CEO••••••••••••@••••.com95
00014Company 276 LLCwww.company14.comExec Name 14Founder••••••••••••@••••.com86
00015Company 24 LLCwww.company15.comExec Name 15VP of Marketing••••••••••••@••••.com98
00016Company 731 LLCwww.company16.comExec Name 16Founder••••••••••••@••••.com99
00017Company 252 LLCwww.company17.comExec Name 17CEO••••••••••••@••••.com95
00018Company 217 LLCwww.company18.comExec Name 18VP of Marketing••••••••••••@••••.com88
00019Company 412 LLCwww.company19.comExec Name 19CEO••••••••••••@••••.com98
00020Company 426 LLCwww.company20.comExec Name 20Founder••••••••••••@••••.com92
00021Company 503 LLCwww.company21.comExec Name 21VP of Marketing••••••••••••@••••.com96
00022Company 897 LLCwww.company22.comExec Name 22Founder••••••••••••@••••.com92
00023Company 261 LLCwww.company23.comExec Name 23CEO••••••••••••@••••.com88
00024Company 893 LLCwww.company24.comExec Name 24VP of Marketing••••••••••••@••••.com96
00025Company 938 LLCwww.company25.comExec Name 25CEO••••••••••••@••••.com85
00026Company 496 LLCwww.company26.comExec Name 26Founder••••••••••••@••••.com96
00027Company 913 LLCwww.company27.comExec Name 27VP of Marketing••••••••••••@••••.com84
00028Company 126 LLCwww.company28.comExec Name 28Founder••••••••••••@••••.com91
00029Company 959 LLCwww.company29.comExec Name 29CEO••••••••••••@••••.com92
00030Company 395 LLCwww.company30.comExec Name 30VP of Marketing••••••••••••@••••.com80
00031Company 629 LLCwww.company31.comExec Name 31CEO••••••••••••@••••.com87
00032Company 423 LLCwww.company32.comExec Name 32Founder••••••••••••@••••.com89
00033Company 761 LLCwww.company33.comExec Name 33VP of Marketing••••••••••••@••••.com81
00034Company 858 LLCwww.company34.comExec Name 34Founder••••••••••••@••••.com84
00035Company 20 LLCwww.company35.comExec Name 35CEO••••••••••••@••••.com86
00036Company 329 LLCwww.company36.comExec Name 36VP of Marketing••••••••••••@••••.com88
00037Company 392 LLCwww.company37.comExec Name 37CEO••••••••••••@••••.com87
00038Company 878 LLCwww.company38.comExec Name 38Founder••••••••••••@••••.com98
00039Company 694 LLCwww.company39.comExec Name 39VP of Marketing••••••••••••@••••.com80
00040Company 629 LLCwww.company40.comExec Name 40Founder••••••••••••@••••.com92
00041Company 512 LLCwww.company41.comExec Name 41CEO••••••••••••@••••.com88
00042Company 317 LLCwww.company42.comExec Name 42VP of Marketing••••••••••••@••••.com99
00043Company 933 LLCwww.company43.comExec Name 43CEO••••••••••••@••••.com88
00044Company 732 LLCwww.company44.comExec Name 44Founder••••••••••••@••••.com98
00045Company 620 LLCwww.company45.comExec Name 45VP of Marketing••••••••••••@••••.com92
00046Company 4 LLCwww.company46.comExec Name 46Founder••••••••••••@••••.com82
00047Company 319 LLCwww.company47.comExec Name 47CEO••••••••••••@••••.com81
00048Company 212 LLCwww.company48.comExec Name 48VP of Marketing••••••••••••@••••.com86
00049Company 938 LLCwww.company49.comExec Name 49CEO••••••••••••@••••.com98
00050Company 741 LLCwww.company50.comExec Name 50Founder••••••••••••@••••.com95
[ 49,950 ROWS LOCKED ]
>_ SYSTEM.ANALYSIS.LOG_

Building this list was a pain. Wealth managers don't exactly publish their emails on a platter. We had to combine SEC ADV filings, LinkedIn scraping, and a few dark corners of the web. The SEC data alone is a mess—different formats, missing emails, and some firms are just shell companies. But we cross-referenced with other sources and got a clean list. Took us two months to get it right.

The SEC's IAPD database is the backbone, but parsing it is like pulling teeth. We wrote a scraper that handles the pagination and the weird PDF links. Then we enrich with LinkedIn and company websites. The result is a CSV with 12,000+ firms. We filtered out the ones with less than $100M AUM—those are mostly hobbyists. You want real money managers, not some guy with a side hustle.

We also deduped and verified emails. Bounce rate is under 5% on our test sends. If you need a list of firms that actually manage serious money and have a digital footprint, this is it. We even tagged them by state and AUM range. So you can slice it however you want. Just don't ask me to build a custom CRM integration. I'll lose my mind.

Data Schema & Dictionary

Firm Name

The legal name of the wealth management firm. It's the name you'd see on their ADV filing. If you're sending an email, use this to personalize the subject line—nobody likes 'Dear Sir/Madam'.

AUM Range

Assets Under Management in USD. We bucket it into ranges like '$100M-$500M' to keep it simple. This is your first filter: if you're selling enterprise software, skip the small fish. If you're targeting boutiques, go for the $100M-$1B range.

Email Address

The primary contact email for the firm. This is the money column. We verified it against the domain and tested for bounce. It's usually the compliance officer or the main info inbox, but it's a real, working address.

Phone Number

The main office phone. Useful for cold calls, but let's be real—you're probably going to email first. Still, it's there if you need it for a follow-up or a quick intro.

City

The city of the firm's headquarters. If you're doing regional events or webinars, this helps you target specific metro areas. Also useful for local case studies.

State

The US state where the firm is registered. Some states (like California and New York) are dense with wealthy clients. Use this to prioritize your outreach or to avoid regulatory headaches if you're not licensed there.

SEC File Number

The unique identifier from the SEC's ADV filing. It's like a social security number for the firm. You can look up their full filing history with this. It's a trust signal—shows you've done your homework.

Frequently Asked Questions

How fresh is this data?
We scrape the SEC ADV database on the 1st of every month. Then we run enrichment and verification. So the data you get is at most 30 days old. If you find a bad email, tell us within 90 days and we'll swap it for a new credit. No hoops, no drama.
Can I filter the data before I buy?
Yes, we can slice it by AUM, state, or number of advisors. But we're not doing custom API integrations. You get a CSV, and you can filter it in Excel or Google Sheets yourself. If you need a custom query, we can do it for an extra fee, but it's going to cost you.
What's your bounce rate guarantee?
We guarantee less than 5% bounce rate on emails. If it's higher, we'll replace the bad records. But don't come crying if you send a mass blast and get blacklisted. That's on you. Use a proper email service provider.

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